Consulting Services

We identify and automate your firm's processes

First, we analyze your operations to find real automation opportunities. Then, we implement technical solutions that generate measurable impact in your day-to-day.

Specialists in advisory firms, management companies and law offices
Budget tailored to your situation
Custom implementation according to your needs
Our services

Two phases, one goal

First we diagnose to identify real opportunities. Then we implement solutions that generate impact in your day-to-day.

Phase 1

Diagnostic Consulting

We analyze your processes and identify real automation opportunities

Personalized proposalTailored to your firm

We perform a complete diagnosis of your operations to detect bottlenecks and improvement opportunities. We deliver an executive report with concrete proposals, savings estimates and a prioritized action plan.

What's included

  • Detailed review of internal workflows
  • Sessions with your team to understand operations
  • Identification of automation opportunities
  • Time and cost savings estimate
  • Executive report with concrete proposals

Deliverables

Current process map
Prioritized list of automations
Savings estimate per process
Recommended implementation plan

The process

4 clear phases

1
Kick-off

Initial meeting to understand your context, current tools and objectives

2
Analysis

Sessions with your team to map processes and detect bottlenecks

3
Diagnosis

We identify opportunities and estimate the impact of each automation

4
Delivery

Executive report with prioritized proposals and action plan

What's next?

With the diagnosis in hand, we move on to implementing the prioritized automations.

Phase 2

Automation Implementation

We develop and integrate technical solutions into your operations

Personalized proposalBased on your needs

Once opportunities are identified (either after our consulting or if you come with your own needs), we develop and integrate technical solutions: AI, RPA, document automation, task workflows and more. We accompany you until your team adopts them.

What's included

  • Joint selection of priority automations
  • Development and integration of technical solutions
  • AI, RPA, document automation, task workflows
  • Internal testing and launch
  • Support in team adoption

Deliverables

Automations working in production
Technical and user documentation
Team training
Post-implementation support

The process

4 clear phases

1
Definition

Together we select the automations to implement and define scope

2
Development

We build technical solutions adapted to your operations

3
Testing

We validate everything works correctly in your real environment

4
Adoption

We train your team and support until they master it

Already know what to automate?

If you come with specific needs, we can go directly to implementation.

Why choose us

What makes us different

We're not the cheapest option, but we're the one that will give you the fewest headaches.

Specialists in tax and legal sector

We're not a generic agency. We know the particularities of advisory firms, management companies and law offices.

Dedicated senior team

You'll work directly with experienced professionals, not juniors learning at your expense.

Fast results

Our iterative approach allows you to see improvements from the first weeks, not after months.

No technological dependency

We use standard tools and deliver complete documentation. If tomorrow you want to change, you can.

Respect for your time

Short and to-the-point meetings. Asynchronous communication when possible. No unnecessary meetings.

Real and close support

When you have a problem, you'll talk to someone who knows your project, not a bot.

With LexFlow

  • Specialists in your sector
  • Dedicated senior team
  • Results from the first month
  • Your code and documentation
  • Direct and personalized support

Other options

  • Generalist agencies
  • Rotating teams
  • 6+ month projects
  • Provider dependency
  • Impersonal ticket support
Start today

Ready to identify automation opportunities?

Schedule a call with us. We'll explain the process, answer your questions and assess if it makes sense to work together.

  • No-commitment call to understand your case
  • Clear proposal in less than 48h
  • No lock-in or long-term commitments

Services summary

Two phases, one goal: automate your firm

Phase 1

Diagnostic Consulting

Complete analysis + executive report with prioritized proposals

Request personalized proposal

Phase 2

Implementation

Development, integration, testing and team training

Request personalized proposal

Already know what to automate? If you come with specific needs, we can skip directly to the implementation phase.

Servicios de Consultoría en Automatización | LexFlow